2,057 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 766 increasing their positions, 794 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,057
Holders Change
+70
Holders Change %
+3.52%
% of All Funds
29.92%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.93%
New
190
Increased
766
Reduced
794
Closed
93
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
751
Regal Investment Advisors
Michigan
$2.97M +$2.39M +7,614 +407%
AA
752
Apriem Advisors
California
$2.96M +$12.5K +40 +0.4%
HA
753
Herold Advisors
New York
$2.96M -$74.9K -239 -2%
CTA
754
Chesley Taft & Associates
Illinois
$2.94M +$197K +628 +7%
TPA
755
Trivium Point Advisory
Connecticut
$2.94M +$1.7M +5,432 +138%
LB
756
Legacy Bridge
Iowa
$2.9M +$1.88K +6 +0.1%
KWA
757
Kingswood Wealth Advisors
California
$2.87M +$561K +1,790 +24%
HCCM
758
Hudson Canyon Capital Management
New York
$2.87M -$524K -1,671 -15%
YIH
759
Y-Intercept (HK)
Hong Kong
$2.86M +$2.86M +9,134 New
LWP
760
LMG Wealth Partners
Louisiana
$2.86M +$7.53K +24 +0.3%
CCM
761
Coldstream Capital Management
Washington
$2.84M +$88.7K +283 +3%
CC
762
Cypress Capital
Tennessee
$2.81M -$17.2K -55 -0.6%
SMC
763
Smith, Moore & Co
Missouri
$2.78M +$103K +327 +4%
IMCOOI
764
Investment Management Corp of Ontario (IMCO)
Canada
$2.78M +$753K +2,400 +37%
SEIA
765
Signature Estate & Investment Advisors
California
$2.76M +$2.76M +8,790 New
IWC
766
Integrated Wealth Concepts
Massachusetts
$2.75M -$20.1K -64 -0.7%
CNBT
767
Canandaigua National Bank & Trust
New York
$2.75M -$148K -471 -5%
LIM
768
Leavell Investment Management
Alabama
$2.68M +$1.08M +3,452 +68%
AMIM
769
Aull & Monroe Investment Management
Alabama
$2.68M -$204K -650 -7%
SIC
770
SFE Investment Counsel
California
$2.68M -$170K -542 -6%
WANY
771
Wealthspire Advisors (New York)
New York
$2.68M -$118K -377 -4%
NAS
772
Nicolet Advisory Services
Wisconsin
$2.67M +$49.4K +151 +2%
FHB
773
First Hawaiian Bank
Hawaii
$2.67M +$218K +695 +9%
CSPIA
774
Cary Street Partners Investment Advisory
Virginia
$2.67M +$44.2K +141 +2%
VVP
775
Venture Visionary Partners
Ohio
$2.67M +$137K +438 +5%